+1,362.4%
MU vs RMD
+51.0%
+1,311.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.1% |
| 7D | +9.0% | -5.0% | +14.0% | +9.7% |
| 30D | +13.8% | +2.2% | +11.6% | +13.5% |
| 3M | +2.1% | +17.8% | -15.8% | -1.1% |
| 6M | +153.8% | -11.3% | +165.1% | +165.4% |
| YTD | +256.4% | -4.4% | +260.8% | +262.8% |
| 1Y | +719.8% | -15.7% | +735.5% | +766.9% |
| All | +1,362.4% | +51.0% | +1,311.4% | +1,251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling